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WisdomTree US Quality Growth Fund

150 hedge funds and large institutions have $1.72B invested in WisdomTree US Quality Growth Fund in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 77 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

148% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 31

12% more funds holding

Funds holding: 134150 (+16)

5.15% more ownership

Funds ownership: 77.36%82.51% (+5.1%)

5% more capital invested

Capital invested by funds: $1.64B → $1.72B (+$80.1M)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
150
Holders Change
+16
Holders Change %
+11.94%
% of All Funds
1.85%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
27
Increased
77
Reduced
31
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RPGK
1
Retirement Planning Group (Kansas)
Kansas
$231M +$6.66M +116,663 +3%
HighTower Advisors
2
HighTower Advisors
Illinois
$190M +$4.27M +74,864 +2%
LPL Financial
3
LPL Financial
California
$184M +$36.2M +633,508 +22%
Morgan Stanley
4
Morgan Stanley
New York
$152M +$28.5M +498,975 +21%
TPI
5
Trust Point Inc
Wisconsin
$134M -$6.3M -110,319 -4%
Bank of America
6
Bank of America
North Carolina
$109M +$26.5M +464,860 +30%
PAG
7
Private Advisor Group
New Jersey
$69.6M +$8.49M +148,785 +13%
RW
8
RVW Wealth
California
$56.9M -$941K -16,479 -2%
EWM
9
Empirical Wealth Management
Washington
$54.6M +$17M +297,582 +41%
Raymond James Financial
10
Raymond James Financial
Florida
$42.3M +$36.5M +639,784 +420%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$28.7M +$22.8M +398,915 +290%
UBS Group
12
UBS Group
Switzerland
$28.2M +$20.1M +351,592 +200%
Rockefeller Capital Management
13
Rockefeller Capital Management
New York
$27M +$23.2M +406,666 +409%
CAP
14
Columbia Advisory Partners
Washington
$22.8M +$1.34M +23,543 +6%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$20.9M +$1.1M +19,248 +5%
PWMG
16
Prestige Wealth Management Group
New Jersey
$19.2M -$1.33M -23,346 -6%
Osaic Holdings
17
Osaic Holdings
Arizona
$19M -$1.03M -18,064 -5%
RDFA
18
Ritter Daniher Financial Advisory
Ohio
$18M +$1.51M +26,373 +9%
KAS
19
Kestra Advisory Services
Texas
$17.8M +$4.42M +77,398 +30%
LFA
20
Legacy Financial Advisors
Kentucky
$17.8M +$297K +5,198 +2%
EWA
21
Etesian Wealth Advisors
Oregon
$15.8M +$540K +9,456 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$14.8M -$411K -7,207 -3%
SAM
23
Smartleaf Asset Management
Massachusetts
$14.2M +$885K +15,497 +6%
QA
24
Quattro Advisors
Pennsylvania
$14.1M +$646K +11,309 +4%
RC
25
Resolute Capital
South Carolina
$12.9M +$1.3M +22,822 +10%